Vitrafy Life Sciences Ltd. · ASX:VFY
Vitrafy Life Sciences — FY2026 Earnings Presentation
29 slides from Vitrafy Life Sciences's earnings presentation, Aug 4, 2026
Slide 1: Vitrafy Life Sciences FY2026 Annual Results Presentation
Vitrafy Life Sciences Pioneering Technology, Preserving Life. Building the foundational infrastructure for the global biologics economy. FY2026 Annual Results Presentation ASX: VFY | August 2026 | vitrafy.com |
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer This presentation is provided by Vitrafy Life Sciences the information contained in this presentation Not financial product advice reasonable, and are not guarantees Limited (ACN 622 720 254) (the Company). or otherwise arising in connection with it. Reliance should n
Slide 3: FY26 Highlights
FY26 Highlights A year of delivery, positioned for scale. 03
Slide 4: Execution of Key Milestones in FY26
FY26 HIGHLIGHTS Execution of Key Milestones in FY26 Vitrafy has executed across product, market development and operations since listing. Market Product Financial Commercial Partnerships Delivered Guardion & LifeChain Delivered $41.2m Total cash and term deposits USAISR Phase II Platelets Study Guar
Slide 5: Scientific Validation, Commercial Momentum
FY26 HIGHLIGHTS Scientific Validation, Commercial Momentum A year of scientific validation converted into partnerships, revenue and developing capacity. 94.4% 5 ~132 10 Post-thaw platelet recovery — Partnerships signed across two U.S. blood collection sites, exposure First Guardion units built; flee
Slide 6: Results
FY26 Results 06
Slide 7: Blood: Validation & Commercial Traction
FY26 RESULTS Blood: Validation & Commercial Traction USAISR-validated performance converted into first civilian blood-network agreement. USAISR Q1 FY26 Blood validation expanded 94.4% Phase I results co-presented at AABB Conference; U.S. Phase II platelet program commenced. Mean post-thaw, no-wash p
Slide 8: CGT: Pipeline Development
FY26 RESULTS CGT: Pipeline Development From market launch to an advancing pipeline - approaching first commercial revenue. 1 Building the pipeline Ongoing CGT prioritised for U.S. launch; business development and prospective partner Securing CGT Partnerships conversations well advanced. U.S. CGT mar
Slide 9: Animal Reproduction
FY26 RESULTS Animal Reproduction FY26 saw continued validation across new and existing partners in animal reproduction. Animal health revenue (A$) Commercial growth $180,000 $160,000 • Global partnership secured with IMV Technologies to co- $140,000 develop a global go-to-market offering. $120,000 •
Slide 10: Product: Delivery
FY26 RESULTS Product: Delivery Guardion freezing device and LifeChain software delivered in FY26, with key regulatory milestone work commenced. Guardion freezing device • Successful transition from design concept into Research Use Only (RUO) device manufacturing. • First manufactured units delivered
Slide 11: Product: Regulatory Approval
FY26 RESULTS Product: Regulatory Approval Guardion and LifeChain have achieved significant development milestones, with FDA Medical Device listing expected 1H FY27. Milestone → Commenced → FY27 Research Use Validation & Verification Medical Device (medical device preparation work) Guardion designed,
Slide 12: Product: Manufacturing
FY26 RESULTS Product: Manufacturing Scaling manufacturing ahead of commercial adoption and regulatory approval. Guardion Manufacturing Schedule 12 30 Fleet & device builds 10 25 Devices Built per Quarter Cumulative Devices Built • 10 units built across FY26 — used in testing, 8 20 deployed to IMV an
Slide 13: U.S. Operations
FY26 RESULTS U.S. Operations U.S. foundations have been established to support growth into FY27. U.S. customer demonstration site active Key leadership hires across commercial and scientific functions First product reveal at a U.S. conference Onboarding, training and customer success programs active
Slide 14: Financials
Financials Fully funded to support growth. 14
Slide 15: Consolidated Statement of Profit & Loss
FINANCIALS Consolidated Statement of Profit & Loss Summary (000’s) 30 June 2025 30 June 2026 Notes A$ (‘000) A$ (‘000) • Revenue from animal health at $169k – up Sales revenue 65 169 159% YoY Other income 1,967 3,490 • Other income includes Grant Income from the Total income 2,032 3,659 Industry Gro
Slide 16: Consolidated Statement of Financial Position
FINANCIALS Consolidated Statement of Financial Position 30 June 2025 30 June 2026 Summary (000’s) A$ (‘000) A$ (‘000) Notes Cash and term deposits 29,595 41,173 • Strong financial position with $41.2m in cash Receivables & prepayments 673 1,202 and term deposits following a successful R&D receivable
Slide 17: Cash Flow
FINANCIALS Cash Flow 30 June 2025 30 June 2026 Summary (000’s) A$ (‘000) A$ (‘000) Notes Receipts from customers and other income 97 132 • Increased payments to suppliers, Payments to suppliers and employees (14,078) (19,663) reflecting growth in product consulting Net interest received 517 819 cost
Slide 18: Critical Market: Blood
MARKET CONTEXT Critical Market: Blood Two critical structural problems, demanding immediate market change. 18
Slide 19: Rising Demand, Constrained Supply
CRITICAL MARKET: BLOOD Rising Demand, Constrained Supply Demand is rising and supply is tightening. The gap is structural, not cyclical. Supply constrained Supply Demand Constrained Rising Declining Donation Rate 40% decline over last 20 years Ageing Population More transfusions per patient Shrinkin
Slide 20: A Blood Crisis
CRITICAL MARKET: BLOOD A Blood Crisis American Red Cross declared a blood “crisis” due to lack of supply – the second time this has occurred in its 150-year history – July 2026 Source: https://www.redcross.org/about-us/news-and-events/press-release/2026/red-cross-declares-national-blood-supply-crisi
Slide 21: Demand Rising
CRITICAL MARKET: BLOOD Demand Rising Demographics are pulling demand up as supply flatlines — the case for preservation, yield and inventory. 135 125 +30% Increase in population aged 65+ since 2013 115 Index (2013 = 100) 105 +6% 95 Gross U.S. population increase since 2013 85 75 −19% 2013 2015 2017
Slide 22: Supply Constrained
CRITICAL MARKET: BLOOD Supply Constrained Two structural blood-market failures pose significant risk to supply as demand increases. PROBLEM 1 PROBLEM 2 Chronic Platelets Shortages End-of-Life Technology • Short shelf life leads to significant wastage - the US loses ~US$280m in • The sole legacy RBC
Slide 23: Solving Increasing Supply Issues
CRITICAL MARKET: BLOOD Solving Increasing Supply Issues The goal: turn blood from an on-demand perishable product into a stable, consistent inventory asset. TODAY: A Perishable Supply Chain THE GOAL: An Inventory System U.S. annual collection volume — units (millions) Wastage recovered ~US$280m of p
Slide 24: Vitrafy Market Strategy
CRITICAL MARKET: BLOOD Vitrafy Market Strategy A deliberate and targeted market entry strategy to unlock both military and civilian markets. FY24–FY26 → FY26 → FY27+ EXPANSION Targeting industry-wide Military scientific validation Unlock civilian market adoption Civilian and military blood — land an
Slide 25: The U.S. Blood Collection Network
CRITICAL MARKET: BLOOD The U.S. Blood Collection Network Concentrated blood supply networks, with a small number representing a material market opportunity. U.S. Blood Collection Network* Blood network concentration 1200 Over 1,000 fixed collection sites operate across the U.S. Examples of key blood
Slide 26: Establishing a Commercial Beachhead
CRITICAL MARKET: BLOOD Establishing a Commercial Beachhead Moving into FY27, Vitrafy has established a commercial beachhead it is looking to scale. U.S. Blood Collection Market - Total Addressable Market FY26 milestone: blood network partnerships 120% secured 100% Independent Collection Independent
Slide 27: Outlook
Outlook Multiple, upcoming value inflection points. 27
Slide 28: Value Creation Roadmap
OUTLOOK Value Creation Roadmap Milestone-driven value creation across FY27, with near-term catalysts in both regulated and unregulated markets. COMPLETE FY27 — CLEAR MILESTONES AHEAD Ecosystem validated FDA approvals · land & expand · broad-scale • Product launch and U.S. arrival adoption • USAISR P
Slide 29: Cryopreservation is broken. Vitrafy is the fix.
ASX: VFY | THE WINDOW IS NOW Cryopreservation is broken. Vitrafy is the fix. Validated technology Clear market need 94.4% post-thaw recovery, best-in-class — a A forcing event: no approved alternative, ahead of competitive advantage and moat. the 2027 deadline. Tailwind: growth in personalised medic